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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,390 | $98,240+154.9% | $82,312+204.2% | $147,586+69.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.47% | 30.85%-18.4pp | 25.88%-13.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,428 | $3,192+132.7% | $2,428+205.9% | $4,876+52.3% |
| Participant deferral / active EE | $6,233 | $4,383+42.2% | $3,706+68.2% | $5,439+14.6% |
| Admin fee / account holder | $24,474 | $8,563+185.8% | $5,608+336.4% | $10,886+124.8% |